account_balance
Investment manager · 13F filer · SEC CIK 2046822
Sharpepoint LLC
Reported value$182Mas of Sep 30, 2026
Positions88 6 new, 7 sold out
Top 10 weight34.8%LLY alone is 5%
FiledNov 1243 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
5.3%
PYLDPimco ETF Tr
4.3%Added +18%
NVDANVIDIA Corp
3.8%Trimmed −3%
AVGOBroadcom Inc.
3.5%Added +8%
GEVGE Vernova Inc.
3.5%
SPYVSPDR Series Trust
3.5%
DXJWisdomtree Tr
2.9%Added +217%
AMZNAmazon.com Inc
2.7%
EUADSpinnaker ETF Series
2.7%Added +4%
SPCXSpace Exploration Technologies Corp
2.6%Added +4%
GOOGLAlphabet Inc.
2.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.4%
LLYELI Lilly & Co
5.3%
PYLDPimco ETF Tr
4.3%
NVDANVIDIA Corp
3.8%
AVGOBroadcom Inc.
3.5%+8%
GEVGE Vernova Inc.
3.5%
SPYVSPDR Series Trust
3.5%
DXJWisdomtree Tr
2.9%
AMZNAmazon.com Inc
2.7%
EUADSpinnaker ETF Series
2.7%
SPCXSpace Exploration Technologies Corp
2.6%
GOOGLAlphabet Inc.
2.6%
TSMTaiwan Semiconductor Manufacturing Co Ltd
2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY ELI Lilly & Co 5.3% Held
PYLD Pimco ETF Tr 4.3% Added +18%
NVDA NVIDIA Corp 3.8% Trimmed −3%AVGO Broadcom Inc. 3.5% Added +8%GEV GE Vernova Inc. 3.5% HeldSPYV SPDR Series Trust 3.5% Held
DXJ Wisdomtree Tr 2.9% Added +217%
AMZN Amazon.com Inc 2.7% HeldEUAD Spinnaker ETF Series 2.7% Added +4%
SPCX Space Exploration Technologies Corp 2.6% Added +4%GOOGL Alphabet Inc. 2.6% HeldTSM Taiwan Semiconductor Manufacturing Co Ltd 2.4% HeldWhat changed
Biggest moves since Jun 30, 2026
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